The world runs on Nvidia, says Altimeter Capital's Brad Gerstner

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  • Опубліковано 25 гру 2024

КОМЕНТАРІ • 148

  • @JamesOliverr7s
    @JamesOliverr7s Місяць тому +159

    Investments are the roots of financial security; the deeper they grow, the stronger your future will be."

    • @MathildaCarina
      @MathildaCarina Місяць тому

      The deeper your investment roots, the stronger your financial security will be in the future.

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      @EmilyVanessa5m Місяць тому

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  • @Dakid015
    @Dakid015 Місяць тому +2

    Josh is the voice of reason here. His view is the most realistic outlook for NVDA's future

  • @friendlyskiespodcast
    @friendlyskiespodcast Місяць тому +11

    I love how YT allows these spam posts like swiftdude24 but when you tell them to shut it, your comment gets ghosted. bravo. anyways Nvidia is doing great.

    • @lbowsk
      @lbowsk Місяць тому

      Bingo.

  • @raymond-i2v
    @raymond-i2v Місяць тому +8

    I've owned NVDA for over 8 years. It's been up and down, but I believe in Jensen Huang and will stick with NVDA until Jensen says otherwise. I know that sounds crazy, but when the financial statements/Jensen, (same to me) tell me to sell, I will. I'm sure I won't sell at the top, but that's OK.

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      @Jordan8568-l4u Місяць тому

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      @RayaMarcus Місяць тому

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    @FrankCross-x5m 13 днів тому +202

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      @EdwardPelosi 13 днів тому

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      @LejlaGöransson 13 днів тому

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      @CarlShanklin 13 днів тому

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      @LejlaGöransson 13 днів тому

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  • @CardenasasZoellers
    @CardenasasZoellers 19 днів тому +155

    One question, please! Is NVIDIA a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with a low percentage on my $236k portfolio and try to keep everything around 10%.

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      @AllsopsBrowns 19 днів тому

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      @CardenasasZoellers 19 днів тому

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      @AnthonysBrowns 19 днів тому

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    @brianwhitehawker1756 Місяць тому +509

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      @Jadechurch-ql3do Місяць тому

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  • @truthBtold2
    @truthBtold2 Місяць тому +12

    Brad wore his newest black t-shirt. Good job!

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    @dons3073 Місяць тому

    Happy birthdays to your news crew

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    @AntonioMcginty-c1t 10 днів тому +839

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      @OmvirGold 10 днів тому

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      @UnneVicice 10 днів тому

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    @Caiogasp Місяць тому +3

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  • @eth4peace
    @eth4peace 26 днів тому

    I don’t understand how you people keep saying Nvidia has to live up to something. They’re literally priced better than AMD. Did you hear the thing about 1 trillion versus 1 billion this is been manipulated by market makers and that’s it.

  • @eth4peace
    @eth4peace 26 днів тому

    Nvidia is the most undiscovered company and I know I’m being funny but the price is ridiculous

  • @omicron9552
    @omicron9552 Місяць тому +1

    There was a great quote on CNBC earlier this week, ... "NVIDIA makes picks and shovels to find gold, however not much gold has been found"...

  • @VibeSphere-007
    @VibeSphere-007 Місяць тому

    Nvidia will cross a $4 trillion market cap. Can you imagine the company's market cap being equal to a country's GDP? It's mind-blowing! Jensen Huang is an absolute rockstar.
    It will very soon cross $5 trillion in market cap if it continues this kind of lightning-speed AI chip development.

    • @rickhammond2473
      @rickhammond2473 Місяць тому

      Tesla will have a stock price around 30,000 a share 2030 and the largest company in the world.

  • @thenotoriousgoob
    @thenotoriousgoob Місяць тому +3

    And oil runs them all. Purchase the company that makes all the companies run. Can’t lose.

  • @georgelilin7753
    @georgelilin7753 Місяць тому +3

    CPUs and GPUs existed 30 years ago, exist now and will continue to exist in future. There are technical reasons for this and people talk otherwise when hype overruns logic ...

    • @darrenhere5856
      @darrenhere5856 Місяць тому +1

      yes well cars existed 30 years ago also, but i wouldnt want to be driving one of those today.

    • @istvanpraha
      @istvanpraha Місяць тому +2

      Agreed. Jensen is now delusional. He TOLD us we're switching how our computers run on the call yesterday. It was a weird "WTF is anyone else listening to this crap" moment for me. NVDA is so far up its own ---- that they've forgetting about consumers. Did we ask for AI chips? What are we going to be using AI for? In corporate America, we've already automated what we've wanted to automate. Sick of NVDA yelling at me that I need to AI what we've already automated.

  • @OS1540
    @OS1540 Місяць тому

    7:50 Liz must be talking about Palantir

  • @andrerodriguez7603
    @andrerodriguez7603 Місяць тому +2

    Didn’t Josh sell all his shares of Nvidia when it first started going up last year? I guess he bit the bullet and had to buy it back at a higher price.

  • @tigerrx7
    @tigerrx7 Місяць тому +1

    If you know what’s good for you, you put your money in founder/CEO lead companies. That is Nvidia, Meta, Tesla, and Palantir

  • @joshzylstra4808
    @joshzylstra4808 Місяць тому

    who would have thought that brad bought nvidia and then went public about shilling it? that literally is all he does

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    @Danpron109 Місяць тому +402

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      @priyankamahatma6672 Місяць тому

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  • @eth4peace
    @eth4peace 26 днів тому

    You guys aren’t even calculating the artificial intelligence knows knows and unknowns that Nvidia is going to create

  • @24theMoney
    @24theMoney Місяць тому

    Guy basically said the price to sales is absurd at this valuation. Keep pumping folks.

  • @HustleForTheFuture
    @HustleForTheFuture Місяць тому +3

    Patience equals money big payday coming 💸🚀

  • @ronaldshiffman9171
    @ronaldshiffman9171 Місяць тому

    Brad Gerstner wearing a T-shirt on national TV. Nothing to learn here.

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    @FredWorthington-d2f Місяць тому +4

    I value your perspective and content.Bitcoin is on its way to breaking records, getting closer to hitting new high prices, showing that it's gaining more value and could go even higher than we've seen before. This could mean great things for people looking to invest, suggesting now might be a good time to get involved before it jumps even higher. It's an exciting moment that could change the game in general...managed to grow a nest egg of around 7.2Biitcoin to a decent 21.4Biitcoin. At the heart of this evolution is James Larry, whose deep understanding of both cryptocurrency and traditional trading has been instrumental. His holistic approach to investment and commitment to staying abreast of market trends make him an invaluable ally in navigating this new era in cryptocurrency investment....

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      @FredWorthington-d2f Місяць тому

      He mostly interacts on Telegrams, using the user-name,

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      @FredWorthington-d2f Місяць тому

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      @FredWorthington-d2f Місяць тому

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      @DesJan-j2l Місяць тому

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  • @citizenm9590
    @citizenm9590 Місяць тому

    This is last time to sell as Trump will be bad with his protectionism stance and chip sector will be taking a big hit.

    • @garretpayne9891
      @garretpayne9891 Місяць тому

      Naw, Trump knows that NVDA is a golden egg they talked about this already and wanting NVDA to succeed. Trump is going to give them whatever they want

  • @tennisisphysical
    @tennisisphysical Місяць тому

    They don't understand NVDA capabilities and what it saves on other cap ex spend

  • @PhillipBridge-j5z
    @PhillipBridge-j5z 16 днів тому

    I recently sold some of my Nvidia shares to lock in profits, but I’m keeping a portion for the long term given its strong growth potential. I’m also thinking about diversifying my $400K stock portfolio, though I’m unsure about how to manage the risks in my next move.

    • @JohnWalker-m5b
      @JohnWalker-m5b 16 днів тому

      When diversifying, it's important to spread your investments across different sectors and asset classes to reduce risk. Be sure to do your research and consult with a financial advisor to make informed decisions.

  • @GPW787
    @GPW787 Місяць тому

    Saylor is a friggin genius.

  • @HelloAutoCarz
    @HelloAutoCarz Місяць тому

    It’s not just a chip company.. it’s a whole system

    • @rickhammond2473
      @rickhammond2473 Місяць тому

      Tesla by a mile and people will wish they bought Tesla stock today.

  • @muratshogenov9563
    @muratshogenov9563 Місяць тому

    Josh is franchise speaker

  • @william53
    @william53 Місяць тому

    Brad Gerstner is a “rock star” - why - because he is not stuck in the swamp/NYC!

  • @ElijahSchizkoske
    @ElijahSchizkoske Місяць тому

    The keyboard typing in the background is really distracting.

  • @CK-qh5te
    @CK-qh5te Місяць тому

    Im sorry wtf? We are going to move all x86 software to GPU instruction sets

  • @Owen-k9h
    @Owen-k9h 23 дні тому

    Tesla “TSLA” shares surge with CEO Elon Musk's involvement in the US election seemingly pays off after President-elect Donald Trump's win. which stocks could potentially become the next in terms of growth over the next months.And With around $120k invested in Palantir stocks, any suggestions for additional stocks to diversify across various markets? Looking for a well-rounded portfolio that balances risk aversion with returns meeting yearly inflation concerns.

    • @ChristopherLiam-w7f
      @ChristopherLiam-w7f 23 дні тому

      bitcion will marketcap increasing daily couple of days ago it was $1.56T but today it's now $1.74T this is nice but its still a slow investment stocks like apple, amazon inc, tesla are likely to be the same movement with currency pairs and metal like pounds/USD USD/canadian dollar and GOLD/XAUUSD.....so here is the thing it is much better you use a financial advisor to handle your assest which thats proffession this act has been since 1600's, 'sophie kathrny jones' i appreciate we asian investor love how close you made us get to these investments going so far to aviod deeping or takin losses.

  • @matthew.stevick
    @matthew.stevick Місяць тому +1

    💚🖤📈🌎

  • @Tyranix97
    @Tyranix97 Місяць тому

    Foxconn Plans to Build World's Largest Nvidia GB200 Chip Factory

  • @kurdi98k
    @kurdi98k Місяць тому +1

    lol stop pumping gosh

  • @whatever77ism
    @whatever77ism Місяць тому

    CUDA is the moat.

  • @YiYiWei2055
    @YiYiWei2055 Місяць тому

    That’s correct, the world is running on nvda.

    • @rickhammond2473
      @rickhammond2473 Місяць тому

      Tesla will rule the world with 30,000 a share.

  • @musiccreation1198
    @musiccreation1198 Місяць тому

    What is Gerstner's #1 pick??!! Tesla?

    • @kraz007
      @kraz007 Місяць тому +2

      Himself

    • @musiccreation1198
      @musiccreation1198 Місяць тому

      @@kraz007 Does he have a Gerstner ETF? ;)

    • @dy47287
      @dy47287 Місяць тому +1

      His top holding is SNOW

    • @emmo1210
      @emmo1210 Місяць тому

      @@musiccreation1198 ticker KNOB

    • @rickhammond2473
      @rickhammond2473 Місяць тому

      I would not be surprised he unloaded Uber stock and bought Tesla stock.by 2035 the stock will be around 35,000 a share.The optimus robot and robotaxi will generate trillions in revenue and EPS will be 400.000

  • @joseph24gt
    @joseph24gt Місяць тому

  • @AniWalt
    @AniWalt Місяць тому +2

    I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $250k to create a strong portfolio, which stocks would you choose for better returns?

    • @Wood-Je
      @Wood-Je Місяць тому +2

      I think a good portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary advisor for expert advice.

    • @Masumakh1
      @Masumakh1 Місяць тому +2

      I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.

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      @AniWalt Місяць тому

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  • @AIVaneer
    @AIVaneer Місяць тому

    BITCOIN BULLS ATTACK!!

    • @rickhammond2473
      @rickhammond2473 Місяць тому

      Tesla will out perform Bitcoin through 2035.

  • @bhupesh0111
    @bhupesh0111 Місяць тому +7

    $800 by 2030!!!

    • @bigslim5847
      @bigslim5847 Місяць тому +3

      More like $1100

    • @bhupesh0111
      @bhupesh0111 Місяць тому +2

      @bigslim5847 that will be so much better I'm not selling even a single of my 2500 shares!

    • @citizenm9590
      @citizenm9590 Місяць тому

      That will be around $25 trillion company if stock gets around to $80]. You guys need to stop that pipe remeber this what must goes up must come down. Just wait until Trump gets in the office the chip sector will be slaughtered.

    • @rayghoward
      @rayghoward Місяць тому

      🙏🏽

    • @rickhammond2473
      @rickhammond2473 Місяць тому

      Tesla 30,000 a share 2030.